We are doing this with 4 reports. We have a custom packslip, open invoice, open order, and material ready to ship. Basically it is just crystal report viewer built into a web app. They login using credentials stored in the custcnt and then the custnum is passed automatically as a parameter to the report.
We had an outside developer do the programming work. Contact me offline and I can give you more details. I might be able to set you up a sample login. It is not fancy just a few links that run the ODBC reports.
We had an outside developer do the programming work. Contact me offline and I can give you more details. I might be able to set you up a sample login. It is not fancy just a few links that run the ODBC reports.
--- In vantage@yahoogroups.com, "Tom J. Christie" <tchristie@...> wrote:
>
> Creating on the fly is actually something I didn't want, in that I want to see what was actually sent out.
>
> We actually have written procedures to automagically index files for us in doclink, so the users generally do not have to do it manually. There are a few documents that have hand-written notes and those are manually scanned.
>
> If you wanted on the fly, could you expose a variation of SSRS reports? I don't have any experience with doing much with the SSRS reports in Epicor (though I have made a bunch of nifty custom ones).
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Vic Drecchio
> Sent: Wednesday, October 10, 2012 12:29 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Your Customers Retrieving Their Documents
>
>
>
> Tom, OK.. good, so you're Vantage/Epicor users are manually printing to PDF
> and storing in DocLink which then could be potentially accessed by your
> customers?
>
> I was somewhat trying to avoid the step of having the users manually print
> and vault. My utopian vision would be for these docs to be created
> on-the-fly when requested by the customer. But, I do like your idea and
> that spawns other thoughts/options for now.
>
> Thanks for your input!
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
> Tom J. Christie
> Sent: Wednesday, October 10, 2012 12:37 PM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Your Customers Retrieving Their Documents
>
> We haven't implemented it to external customers but using Doc-Link to store
> everything we use custom .net code to pull the pdf files as needed. We have
> a few fancy ones that pull all the different types of data associated with
> whatever task we are running. To put a web-interface on this would be cake.
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
> Behalf Of Vic Drecchio
> Sent: Wednesday, October 10, 2012 9:23 AM
> To: Vantage Yahoo
> Subject: [Vantage] Your Customers Retrieving Their Documents
>
> I hope everyone is having a good week. While we all patiently wait for Rob
> Bucek to put up his "Input-Value BPM" code this week, :-) I wanted to ping
> everyone and see what you may have implemented in your office.
>
> Do you allow your Customers to retrieve their docs from your website
> somehow? I'm tossing around the idea of implementing something so our
> Customers can download their Pack Slips, Invoices and another custom "Test
> Report" we attach to every shipment. I don't believe I would need security,
> just a means for them to input their CustID, perhaps, and see a list of all
> Invoices, Packs and Test Reports available for them to download in PDF
> format.
>
> I'm on Vantage 8.03.409C/Progress.
>
> Have any of you implemented such a feature and if so, what have you used and
> can you share any wisdom?
>
> Thanks.
>
> Vic
>
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